ELF is reaching an interesting valuation, prompting the creator to consider increasing their position.
Source Post
Microsoft ($MSFT) And Visa ($V) - Boring Growth
The RoseMar 14, 2026
The creator discusses Microsoft and Visa as "boring growth" companies suitable for long-term investors amidst market volatility. They highlight Microsoft's consistent revenue and EPS growth, framing recent price drops as buying opportunities, while acknowledging investor concerns about increased capex spend. Visa is also presented as a strong pick.
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ServiceNow has been beaten down significantly, presenting a potential buying opportunity.
Zeta is mentioned as another interesting company.
SoFi is highlighted as a good small-cap stock with strong potential.
Adobe is mentioned as a stock with potential for significant price increase over the next one to two years.
Oscar Health is a small-cap stock with significant upside potential based on provided guidance.
Visa is highlighted as a key pick for investors seeking stable growth.
Microsoft is a buy for long-term investors due to consistent growth and historical dips being buying opportunities.
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Tracked calls opened from this post
MSFT
buy opened Mar 14, 2026
+11.57%